Outlook 2025
A focus on what's ahead
As we prepare for the start of 2025, our CIOs and fund experts reflects on the key trends shaping the financial world in the coming year, including the impact of Chinese electric vehicles on Europe, the future of semiconductors, China’s shifting market, and opportunities in small-cap stocks and high-yield investments.
Marketing Communication
DPAM Outlook 2025 | December 11
We’re happy to share a short aftermovie of our DPAM Outlook 2025 event. where we offered key insights and strategies to help prepare your portfolios for the year ahead. Thank you to all attendees for contributing to another successful edition of our annual flagship event.
Outlook 2025: a macro perspective
If we look at the bigger picture, there are three important prices in the world: The oil price, the US 10-year rates, and the US dollar. All three of these prices are dependent on the policy decisions of the new US administration to be set in early 2025.
Outlook 2025: can China avoid a deflationary trap?
The MSCI China index has fallen sharply since 2021, raising doubts about the future of its economy. Can China overcome rising protectionism and decoupling to become a tech superpower, or is it headed for a future of economic stagnation?
Outlook 2025: a lower gear for Europe’s auto industry?
The European automobile market has hit a roadblock. Once a symbol of post-war prosperity and innovation, the sector now finds itself in a state of stagnation. New light-vehicle registrations stubbornly remain 4 million units below pre-pandemic levels, and the anticipated recovery seems elusive. Will this sector be able to adapt and recover in 2025?
Outlook 2025: traversing the semiconductor cycle
Semiconductors power our modern world, from smartphones to AI—but this industry is as unpredictable as it is essential. In recent months, the debate in the market has centred around the state of the cycle and whether we have already passed the peak. Here’s our perspective on the outlook for the industry.
Outlook 2025: breaking down central bank policies and rates
In 2024, the Fed’s bold "recalibration" contrasted sharply with the ECB's cautious "calibration." As global economies are preparing for the uncertainties of the upcoming Trump presidency, we take a closer look at how to best prepare your fixed income portfolio.
Related articles
Want to learn more? We take a closer look at each of our five key topics in these articles.
Outlook 2025: can China avoid a deflationary trap?
Over the past few years, investing in China has become a challenging undertaking. The MSCI China index has plummeted over 50% from ...
Outlook 2025: breaking down central bank policies and rates
Since the COVID crisis in 2020, many countries have experienced economic cycles moving in similar directions. They faced ...
Outlook 2025: traversing the semiconductor cycle
Investing in the semiconductor industry can be quite complex. It is, in fact, a very technical industry from ...
Outlook 2025: a lower gear for Europe’s auto industry?
The European automobile market has hit a roadblock. Once a symbol of post-war prosperity and innovation, the sector now finds itself in ...
Outlook 2025: a macro perspective
From a macro perspective, there are three important prices in the world: The oil price, the US 10-year rates, and the ...
Disclaimer
Marketing Communication. Investing incurs risks.
The views and opinions contained herein are those of the individuals to whom they are attributed and may not necessarily represent views expressed or reflected in other DPAM communications, strategies or funds.
The provided information herein must be considered as having a general nature and does not, under any circumstances, intend to be tailored to your personal situation. Its content does not represent investment advice, nor does it constitute an offer, solicitation, recommendation or invitation to buy, sell, subscribe to or execute any other transaction with financial instruments. Neither does this document constitute independent or objective investment research or financial analysis or other form of general recommendation on transaction in financial instruments as referred to under Article 2, 2°, 5 of the law of 25 October 2016 relating to the access to the provision of investment services and the status and supervision of portfolio management companies and investment advisors. The information herein should thus not be considered as independent or objective investment research.
Investing incurs risks. Past performances do not guarantee future results. All opinions and financial estimates are a reflection of the situation at issuance and are subject to amendments without notice. Changed market circumstance may render the opinions and statements incorrect.
